Wealth Preservation

For many of our clients, keeping what they have is more important to them than future asset growth.  These clients understand that it may only take one event, be it a financial crisis, a lawsuit, or other unexpected occurrence, to turn their financial world upside-down.  While you may not be able to prevent such an event, you can take proactive steps to put yourself in the best position possible should one of them arise.

There is no one-size-fits-all approach to wealth preservation.  While strategies often times include the use of entities, both domestic and offshore, to achieve the intended goal, what works for one client may not be appropriate for another.  We have seen our clients through all types of situations and use that experience to customize a unique solution for each client.

Many of our tax minimization and succession planning recommendations include wealth preservation components.  While our practice areas are defined separately, many solutions cut across two or even three of these areas.  For example, in most cases, the best wealth preservation plan for your children is a plan that you can put into place for them, which will help preserve family assets from generation-to-generation with the least possible risk to outside forces.  If you believe that your personal wealth planning, your business operations, or your succession plan may be vulnerable to attack, please reach out to us for a complimentary analysis.

Tax Minimization

Succession Planning